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Original filing (PDF)20251013134812NAL0003060098002
TOUCHPOINT, INC.
Form 5500
FILING_RECEIVED
TOUCHPOINT, INC. EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
777
Accounts w/ balance
1,107
Plan assets (EOY)
$149.8M
Net assets (EOY)
$149.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOUCHPOINT, INC..
Plan sponsor
Name
TOUCHPOINT, INC.
EIN
23-1106740
Address
210 N. BRINTON LAKE ROAD · CONCORDVILLE, PA · 19331
Phone
(610) 459-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $108K | — |
| KESTRA FINANCIAL INC | 47-1566880 | — | NONE | $38K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $16K | — |
| PINE VALLEY INVESTMENTS LIMITE | 47-2010858 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $803 | — |
Investments
23 direct securities · 8 pooled funds· $155.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$115.6M
23 holdings
Common Collective Trust
$39.7M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $26.4M | 17.7% | |
| LARGE CAP GROWTH FUND III R1 WILMINGTON TRUST, N.A. · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $14.5M | 9.7% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $9.6M | 6.4% | |
| JP MORGAN EQUITY INCOME R6 Registered Investment Company | — | — | — | $7.7M | 5.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $6.9M | 4.6% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $6.1M | 4.0% | |
| Personal Choice Retirement Account Self Directed Brokerage Account | — | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $5.8M | 3.9% | |
| Victory Small Company Opportunity I Mutual Fund | — | — | — | $5.2M | 3.5% | |
| WLMGT TR CIT CORE PLUS BOND FUND WILMINGTON TRUST, N.A · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $5.2M | 3.4% | |
| Flexpath Stable Value Class I1 Common/Collective Trust | — | — | — | $5.0M | 3.3% | |
| PUTNAM STABLE FUND CIT GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5.0M | 3.3% | |
| Fidelity Inflation Protected Bd Index Mutual Fund | — | — | — | $4.2M | 2.8% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $4.1M | 2.7% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $4.0M | 2.7% | |
| US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6589507 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $3.8M | 2.5% | |
| Fidelity Extended Mkt Index Fund Mutual Fund | — | — | — | $3.6M | 2.4% | |
| T. Rowe Price New Horizon Fund I Mutual Fund | — | — | — | $3.4M | 2.3% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.1% | |
| Transamerica High Yield Bd Fd Cl I Mutual Fund | — | — | — | $3.1M | 2.1% | |
| EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6596958 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.1% | |
| MID CAP VALUE GROWTH CLASS I1 WILMINGTON TRUST, N.A · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.7M | 1.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $2.3M | 1.5% | |
| WILMGT TR CIT FRANKLIN GROWTH CIT GREAT GRAY TRUST COMPANY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $2.0M | 1.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.9M | 1.3% | |
| through May 2038 | — | — | — | $1.8M | 1.2% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $1.8M | 1.2% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $580K | 0.4% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $446K | 0.3% |
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